The war in the Middle East and the halt of about 20% of global LNG trade flows are strengthening the case for increased LNG exports out of Western Canada. The political stability and the proximity to Asian markets make Canada’s Pacific Coast the perfect source of additional LNG supply to ease the strain on gas markets, which suddenly flipped from an expected glut for the rest of the decade to a major supply shortage that would take years to overcome. Canada would have been ideally positioned to fill in the gap. If only it had more than one…

Until less than a month ago, most energy analysts were warning about a glut in oil and a likely glut in LNG as new capacity came online in the United States. Glut was the word that described global energy market fundamentals. Then the U.S. and Israeli strikes on Iran on February 28 changed everything, and now everyone is warning of shortages. Oil shortages are already emerging in some parts of the world, but the bigger and worse shortage is in natural gas. QatarEnergy yesterday declared force majeure on LNG contracts with buyers in Italy, China,…

The New York Times story headlined, “Why Tech Giants are Ditching the Grid.” Perhaps it should have had a subtitle, “ Why that is so important to everyone else who takes electricity.”  We have argued that AI centers should be kept off the grid because they will put burdens on all other grid customers, thereby socializing the costs to the benefit of organizations that do not need a subsidy from everybody else. Some might object, pointing out that AI centers often will locate their own power plants next to the AI center,…

In the wake of recent efforts by Central Asian leaders to open new trade routes to Pakistan, India is stepping up its diplomatic engagement with regional governments. Trade volume between India and the five Central Asian states totaled close to $2.5 billion in 2025, roughly triple that of Pakistan. But regional leaders have articulated plans in recent months to rapidly increase trade with Islamabad. That seems to have provided impetus for a flurry of Indian diplomatic activity. Over the past 10 days, Indian officials have held talks with officials…

COSCO Shipping Lines, China's largest shipping company, has officially resumed new booking services for container shipments from the Far East to several key Middle Eastern destinations, with the United States and Iran currently engaged in ceasefire talks, despite statements by Tehran that the U.S. military is "negotiating with itself”.  COSCO has reinstated bookings for standard general cargo containers to Saudi Arabia, United Arab Emirates, Bahrain, Qatar, Kuwait and Iraq after declaring to the International Maritime Organization (IMO)…

COSCO Shipping Lines, China's largest shipping company, has officially resumed new booking services for container shipments from the Far East to several key Middle Eastern destinations, with the United States and Iran currently engaged in ceasefire talks, despite statements by Tehran that the U.S. military is "negotiating with itself”.  COSCO has reinstated bookings for standard general cargo containers to Saudi Arabia, United Arab Emirates, Bahrain, Qatar, Kuwait and Iraq after declaring to the International Maritime Organization (IMO)…

COSCO Shipping Lines, China's largest shipping company, has officially resumed new booking services for container shipments from the Far East to several key Middle Eastern destinations, with the United States and Iran currently engaged in ceasefire talks, despite statements by Tehran that the U.S. military is "negotiating with itself”.  COSCO has reinstated bookings for standard general cargo containers to Saudi Arabia, United Arab Emirates, Bahrain, Qatar, Kuwait and Iraq after declaring to the International Maritime Organization (IMO)…